Sagespring Wealth Partners

Sagespring Wealth Partners (CRD# 283515) is a financial advisory firm headquartered in Franklin, TN. They manage $5,502,859,482 in 28,921 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,503
    MILLION
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Sagespring Wealth Partners
Showing 1 - 10 of 91 top financial advisors.
1
Matthew W. Atchison
CRD#: 6084156
15808 West Dodge Road, Suite 103, Omaha, NE 68118

Matthew Atchison (CRD# 6084156) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 12 years of experience in the finance industry.

2
Bradley H. Barnes
CRD#: 4972995
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Bradley Barnes (CRD# 4972995) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 16 years of experience in the finance industry.

3
Benjamin D. Biggs
CRD#: 5323714
2601 Network Blvd, Suite 101, Frisco, TX 75034

Benjamin Biggs (CRD# 5323714) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 16 years of experience in the finance industry.

4
William D. Bratton
CRD#: 6597207
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

William Bratton (CRD# 6597207) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 8 years of experience in the finance industry.

5
Amanda M. Brooke
CRD#: 4826491
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Amanda Brooke (CRD# 4826491) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 18 years of experience in the finance industry.

6
Jeffrey C. Casey
CRD#: 6616204
15808 West Dodge Road, Suite 103, Omaha, NE 68118

Jeffrey Casey (CRD# 6616204) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 8 years of experience in the finance industry.

7
Katie A. Centofonti
CRD#: 4986815
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Katie Centofonti (CRD# 4986815) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 18 years of experience in the finance industry.

8
Travis L. Cullman
CRD#: 6153106
136 Concord Road, Knoxville, TN 37934

Travis Cullman (CRD# 6153106) is an Investment Advisor Representative working at Sagespring Wealth Partners in Knoxville, TN and has over 10 years of experience in the finance industry.

9
Mark G. Deering
CRD#: 4890057
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Mark Deering (CRD# 4890057) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 19 years of experience in the finance industry.

10
Jeffrey T. Dobyns
CRD#: 3120830
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Jeffrey Dobyns (CRD# 3120830) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 22 years of experience in the finance industry.

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